Teladoc Health (NYSE:TDOC) Announces Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Teladoc Health (NYSE:TDOC) released its earnings results on Wednesday. The health services provider reported ($0.15) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.22) by $0.07, FiscalAI reports. Teladoc Health had a negative net margin of 7.13% and a negative return on equity of 12.15%. The firm had revenue of $605.10 million during the quarter, compared to analyst estimates of $588.13 million.

Here are the key takeaways from Teladoc Health’s conference call:

• Third-quarter results exceeded expectations: Revenue was $605 million, near the high end of guidance, while adjusted EBITDA rose 13.5% year over year to $79 million, with margin expanding to 13.1%.
• Integrated Care delivered 2.3% revenue growth and an 18.8% adjusted EBITDA margin, supported by double-digit international growth, higher chronic-care enrollment, and productivity improvements. The company raised its full-year Integrated Care margin outlook to 16.0%-16.6%.
• BetterHelp’s insurance transition is gaining traction, with insurance revenue reaching $32 million, weekly insurance-covered sessions rising to 27,000, and more than 11,000 credentialed therapists. Management is targeting an annualized insurance revenue run rate of at least $200 million exiting 2027.
• BetterHelp’s overall revenue declined 12.8% year over year as cash-pay demand remained pressured, and management expects continued cash-pay weakness as advertising spending is reduced further. Full-year BetterHelp revenue is now expected to decline 12.9%-16.1% from 2025, with lower margins due to insurance mix and related investments.
• Teladoc One and the Teledine Health acquisition are intended to expand comprehensive virtual care and U.S. hospital hybrid-care opportunities, but broader Teladoc One availability is not expected until 2027. The company also plans to address the $1 billion convertible-note maturity through potential debt financing, cash, and note repurchases, subject to market conditions.

Teladoc Health Stock Up 6.5%

Teladoc Health stock traded up $0.42 during trading hours on Wednesday, hitting $6.87. The stock had a trading volume of 8,586,863 shares, compared to its average volume of 5,024,669. The company has a 50-day moving average of $6.14 and a two-hundred day moving average of $6.46. Teladoc Health has a fifty-two week low of $4.40 and a fifty-two week high of $9.89. The company has a market cap of $1.25 billion, a PE ratio of -6.94 and a beta of 2.14.

Insider Buying and Selling at Teladoc Health

In related news, CEO Charles III sold 17,805 shares of the company’s stock in a transaction on Friday, September 11th. The stock was sold at an average price of $6.10, for a total value of $108,610.50. Following the completion of the transaction, the chief executive officer directly owned 465,535 shares in the company, valued at approximately $2,839,763.50. This represents a 3.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.70% of the company’s stock.

More Teladoc Health News

Here are the key news stories impacting Teladoc Health this week:

• Positive Sentiment: Teladoc reported third-quarter revenue of $605.1 million, exceeding the $588.1 million analyst consensus. The company’s net loss of $0.15 per share was also narrower than the expected $0.22 loss, providing the main catalyst for the stock’s advance. Teladoc Health Reports Third Quarter 2026 Results
• Positive Sentiment: The earnings release indicated that Teladoc continued to reduce the size of its quarterly loss, potentially reinforcing expectations that cost controls and operating improvements can support future cash generation. Teladoc Health Third Quarter 2026 Earnings Release
• Neutral Sentiment: Management forecast fourth-quarter revenue of $569 million to $615 million, implying a midpoint of approximately $592 million. That outlook gives investors a clearer near-term range but was reported as slightly below Wall Street expectations. Teladoc Fourth Quarter Revenue Guidance
• Negative Sentiment: Third-quarter revenue declined approximately 3% year over year, while Teladoc remained unprofitable, reporting a $26.9 million net loss and a negative net margin. The weak growth profile and continued losses could limit the durability of the positive reaction. Teladoc Health Reports Third Quarter 2026 Results

Wall Street Analyst Weigh In

A number of research firms have recently commented on TDOC. Weiss Ratings reiterated a “sell (d-)” rating on shares of Teladoc Health in a research note on Wednesday, August 19th. Canaccord Genuity Group cut their price objective on Teladoc Health from $11.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Citigroup decreased their target price on Teladoc Health from $11.00 to $7.50 and set a “neutral” rating for the company in a research note on Monday, August 3rd. Finally, Bank of America raised their target price on Teladoc Health from $9.00 to $10.50 and gave the company a “buy” rating in a report on Tuesday, July 7th. Five equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $7.54.

Teladoc Health Company Profile

Teladoc Health, Inc provides virtual healthcare services and technology designed to connect patients with medical professionals remotely. Through its digital platforms, the company supports a range of healthcare needs, including general medical consultations, mental health services, specialty care, and ongoing management of chronic conditions.

Its offerings include telehealth visits with physicians and other licensed providers, behavioral health services through BetterHelp, and chronic care programs that use digital tools and clinical support to help people manage conditions such as diabetes and hypertension.